See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,497 | $214,378-65.2% | $200,582-62.9% | $142,382-47.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.25% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,029 | $6,841-70.3% | $6,419-68.4% | $4,299-52.8% |
| Participant deferral / active EE | $3,021 | $9,865-69.4% | $9,331-67.6% | $6,507-53.6% |
| Admin fee / account holder | $347 | $17,692-98.0% | $16,305-97.9% | $12,624-97.3% |